1. Why Good Preparation Is Essential

 Automation doesn’t start with software — it starts with insight. Insight into:

• Where delays occur

• Which processes are repetitive and error-prone

• Which teams spend a lot of time on document-related tasks

This checklist quickly reveals where your biggest opportunities lie.

2. Key Signs That Your Process Is Ready for Automation

✔️ Your team spends time manually retyping documents
✔️ Documents often require follow-up calls or emails
✔️ Mistakes occur due to incomplete forms or wrongly entered data
✔️ Compliance checks happen only after the fact
✔️ You lack real-time insight into document status
✔️ Archiving is done manually (email, folder structures)

Sound familiar? Then it’s time to review your process.

3. Downloadable Checklist (Free PDF)

The checklist includes 12 questions to help you assess:

• Where you’re losing time today

• Whether your data is already available in structured form

• If you’re dependent on specific people

• Whether you meet compliance requirements

• Where AI could deliver immediate value

Each question is answered with ‘yes’, ‘no’, or ‘don’t know’.
Bonus: The checklist includes a scoring table that instantly shows how automation-ready your process is.

4. What If You Score (Partly) ‘No’?

No worries — that means there’s room for improvement and savings.
Examples:

• 4 or more ‘no’s? → Start by automating 1 document type

• 6–8 ‘no’s? → Consider a Proof of Concept in one department

• 9+ ‘no’s? → Major optimization possible with AI

DocHeart helps companies tackle this step by step — without large IT projects.